A1 - PWS Final.pdf

Performance Work Statement (PWS) for the

Assessments Analyst

1.0 General

1.1. Introduction and Background. U.S. Marine Forces South (MARFORSOUTH) is the U.S. Marine Corps component of U.S. Southern Command (SOUTHCOM), responsible for building partnerships to counter threats and increase interoperability in Central America, South America, and the Caribbean. MARFORSOUTH builds capabilities and capacity with key partner nations through a range of military engagements and other security cooperation events to demonstrate the value and utility of the Navy and Marine Corps team through joint and mutually supporting operations, activities, and investments.

1.2. Scope of Work and Objective. This position is primarily responsible for serving as the MARFORSOUTH Assessment Analyst. The MARFORSOUTH headquarters and place of performance for the Assessment Analyst is located in New Orleans, Louisiana. The Assessments program directly contributes to the MARFORSOUTH operational planning process and supports the commander and senior leaders with in-depth feedback on progress toward accomplishing the Commander's vision, mission, principles, goals, strategies, and objectives

1.3. Type of Contract. The Government will award a Firm Fixed Price contract.

1.4. Period of Performance. The period of performance of this contract is:

1 – 12 Month Base + 4- 12 Month options

1.5. Hours of Operation. The contractor is responsible for conducting business, between the hours of 0730 – 1630 local Monday through Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. The Contractor shall, at all times, maintain an adequate workforce for the uninterrupted performance of all tasks defined within this performance work statement (PWS). Alternate work hours advantageous to the best interests of the government shall be mutually agreed upon prior to implementation.

1.6. Federal Holidays. The contractor shall not be required to provide services on federal holidays unless the holiday is particularly specified otherwise in this PWS.

* When a federal holiday falls on Sunday, the following Monday will be observed as a holiday by the U.S.

government. When a federal holiday falls on a Saturday, the preceding Friday will be observed as a holiday.

In addition to these federal holidays, if the President of the United States issues an executive order closing the federal government, that date shall also be considered a recognized federal holiday (Reference Executive Order 11582 of February 11, 1971, and 5 U.S.C. 5546 and 6103(b) and other similar statues insofar as they relate to the pay and leave of employees of the United States).

Federal Holiday Occurrence New Year’s Day 1 January*

Martin Luther King Jr.’s Birthday 3rd Monday of January President’s Day 3rd Monday of February Memorial Day last Monday of May

Juneteenth 19 June Independence Day 4 July*

Labor Day 1st Monday of September Columbus Day 2nd Monday of October Veterans Day 11 November*

Thanksgiving Day 4th Thursday of November Christmas Day 25 December*

1.6.1. Hurricane Conditions. Marine Corps Support Facility New Orleans closes when category X hurricane conditions are declared by Military Weather Station authorities. Upon declaration of safe conditions, the Contractor shall restart the service within 2 hours. If that occurs after normal business hours, services shall begin the next normal workday at 7:30am. In the case that MARFORSOUTH executes its Continuity of Operation (COOP) relocation plan the AC/S G-5 will make the determination if physical presence is required by a certain time period at a certain location if it is deemed that MCSF NOLA will be unsupportable to receive personnel back to continue day to day operations.

2.0 Place of Performance. Marine Corps Support Facility New Orleans, LA. Teleworking may be approved on a case-by-case basis. Relocation due to COOP might determine if in person or telework depending on timeframe to re-establish work site in MCSF NOLA. If in the event the MARFORSOUTH Headquarters has to relocate for an extended period of time the determination will be made by the Commander to have all personnel relocate at a know COOP location for the duration until MCSF NOLA is feasible to have personnel return to conduct day to day operations.

3.0 Technical Requirements (Description of Work / Tasks)

3.1. Assessment Analyst Responsibilities:

3.1.1. As the Assessment Analyst, the incumbent possesses a working knowledge of and skill in applying advanced analytic processes, mathematical and/or statistical principles, concepts, methods and techniques to solve complex problems.

3.1.2. The Assessment Analyst must also be able to draft and implement assessment collection plans in order to ensure data required to analyze operations, exercises, processes and cost/benefit determinations is available.

3.1.3. The Assessment Analyst is responsible for being the subject matter expert and must be able to convey complex operational assessments in a clear and effective manner.

3.1.4. The Assessment Analyst must also be able to prepare and deliver concise briefs on complex subjects to seniors, peers and subordinates in order to facilitate sound decision making.

3.1.5. The Assessment Analyst is responsible for being a mentor and guiding military and civilian planners on the employment of appropriate assessment analysis techniques.

3.1.6.

3.2. Required Skills:

3.2.1. Must possess a professional knowledge and mastery of the principles of Assessment Analysis skills in order to apply advanced analytical, mathematical, or statistical theories, principles, concepts, methods and techniques to address questions on the commands progress towards meeting tactical, operational and strategic objectives.

Knowledge must include an ability to receive abstract problem requirements, develop innovative analytic strategy, implement a data collection process, apply applicable analytic processes, and produce output to support senior decision makers (Flag Officers and Senior Executives). Specific analytic techniques can include non-parametric analysis, modeling, simulations, decision theory, mathematical programming, regression analysis and economic analysis.

3.2.2. Must possess knowledge of military missions and naval operations related to military strategy, doctrine and tactics to evaluate issues and resolve complex problems or controversial issues where the courses of action involve substantial resources or require extensive changes in established procedures. A working knowledge of the U.S.

SOUTHCOM AOR operational environment to include familiarity with MARFORSOUTH missions and Lines of Operations and Efforts is highly desirable. Incumbent supports U.S. SOUTHCOM Campaign Plan (SCP) planning and assessment, and shall employ expert-level operational assessment knowledge to mentor action officers and planners on assessment tools and techniques, operational planning, and campaign analysis.

3.2.3. Must be capable of interpreting requirements promulgated by the command's senior leadership and higher headquarters and develops assessment plans to determine their impact on approved objectives. The Assessment Analyst will keep the AC/S G-5 and Deputy AC/S G-5 informed of progress, potentially controversial issues and provides recommendations to meet pre-established objectives and timelines. The contractor will work to resolve any conflicts between contractors or with other directorates in accordance with established orders and direction. The incumbent shall have the knowledge and skill to participate in MARFORSOUTH Assessment Working Group (AWG), which is composed of action officers across the MARFORSOUTH staff. The work and projects are reviewed to determine that the objectives are accurately met and for compliance with current agency policies and regulations.

3.2.4. Must be capable of providing the branch with senior level management and assessment policy guidance.

Within the broad policy guidance, the AC/S G-5 is the recognized authority for interpretation of appropriate methods employed for independently planning and executing MARFORSOUTH goals and objectives as well as the assessments products that add value to the commanders' decision cycle ranging from tactical, to operational to strategic command objectives, guidelines and precedents for completing assignments may be general, scarce or lacking the specificity to adequately address the issue at hand. The contractor will use judgment, resourcefulness, and initiative to overcome gaps in desired information or guidance.

3.2.5. Must be capable of determining the most effective approach or methodology to address the assigned issue/task by identifying the relevant factors, developing a data collection plan and analyzing the pertinent information to produce a recommended way ahead. During this process, the contractor will anticipate major problems and incorporate potential resource limitations into recommended solutions. The nature of the assignment involves daily and ongoing projects to determine data collection as well as analyzing processes of current missions and exercises.

Projects also include applying advanced analytic processes, mathematical and/or statistical principles, concepts, methods and techniques to solve complex problems. The incumbent exercises a wide degree of independent professional discretion and judgment to independently plan and is expected to complete technically authoritative tasks without requiring substantial oversight or changes. Areas of analysis will include finance (cost/benefit), optimum employment of limited resources, feasibility assessments and effects of new standards/policies. Analysis must incorporate both quantitative and qualitative factors along with alternative outcomes (most likely and most dangerous). The work is complicated by projects that frequently require departing from past approaches and extending traditional techniques or developing new techniques to meet the major objectives.

3.2.6. Must be a recognized authority in the areas of assessment analysis. Recommendations will directly impact the command's strategic planning, allocation of scarce resources and affect engagement policies. The AC/S G-5 oversees development, construction, refinement, and application of new assessment models designed to organize and track data related to MARFORSOUTH analytical and assessment functions. Knowledge of computer-based analysis and modeling techniques is required to accurately identify process problems and optimize recommended solutions.

3.2.7. Is expected to interact with a broad array of Operational Assessment subject matter experts located at but not limited to US Fleet Forces, the MOC Training Team, the Naval War College (NWC), the Naval Post Graduate School (NPS), the Naval Warfare Development Command (NWDC), U.S. SOUTHCOM, SOCSOUTH, HQMC and other entities conducting related analysis and experimentation in order to convey progress toward meeting organizational objectives and effective employment of resources. The work often involves active participation in conferences, meetings and working groups. Topics discussed during the meetings are often controversial and involve complex relationships. Persons at the meetings often have conflicting views, goals and objectives. The contractor must present an unbiased assessment of the problem/situation and recommend the most effective way forward to advance the command's overall objectives.

3.3. Special Requirements:

3.3.1.

3.3.2. The incumbent may be required to deploy up to one week per month to support Combatant Commander (COCOM), MARFORSOUTH training and or conference requirements.

3.3.3. The incumbent may be required to deploy in excess of two weeks during exercises or contingency operations.

3.3.4. The incumbent must be deployable. As situations warrant, contractor will be required to perform duties while deployed at sea or at remote work locations to support various exercises / operations the command may be tasked.

3.3.5. Shall possess or be able to obtain the following:

3.3.5.1. U.S. Top Secret-SCI Security Clearance. Must be maintained throughout and currency must be renewed prior to expiration.

3.3.5.2. A valid US driver’s license.

3.3.5.3. A valid US passport. (will be required to submit for an Official Passport)

3.3.5.4. Country visa (as required in line with the U.S. Department of State Foreign Clearance Guide)

3.3.5.5. 9.6.1.1. Common Access Cards (CAC)

3.3.5.6. Access to programs, systems, software that are required to conduct daily operations in accordance with this

PWS.

4.0 Delivery or Deliverables

4.1. Prepares reports and maintains records of work accomplishments and administrative information, as required, and coordinates the preparation, presentation, and communication of work-related information to the supervisor such as:

4.1.1. Monthly Status Report: Status reports shall include summarizations of work accomplished, costs, labor hours, and travel and provide a risk assessment of upcoming efforts and planned mitigation.

4.1.2. Project POA&Ms: Covers all areas from initial planning until Fully Operational Capable with major milestones and survey periods.

4.1.3. In-Progress Reviews: Accurate depiction of the status of specific project and any known risks to timeline with mitigation strategies.

4.1.4. Information Papers, Briefs and Presentations: Relevant to the topic and prepared for the level of attendee for the presentation.

5.0 Data Rights. The Government has unlimited rights to all documents/material produced under this contract. All documents and materials, to include the software, source codes of any software, and compile modules produced under this contract shall be Government owned and are the property of the Government with all rights and privileges of ownership/copyright belonging exclusively to the Government. These documents and materials may not be used or sold by the contractor without written permission from the Contracting Officer. All materials supplied to the Government shall be the sole property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights.

6.0 Applicable Documents / Governing References. In addition, requirements of regulations and policies applicable to this contract/order by virtue of clauses contained herein, the contractor shall, in the performance of this contract/order, also comply with all references applicable to the specific tasks of this Performance Work Statement, as listed below, including any amendments or subsequent issuance.

6.1. Federal Acquisition Regulation (FAR)

6.2. Department of Defense Federal Acquisition Regulation Supplement (DFARS)

6.3. Navy Marine Corp Acquisition Regulations Supplement (NMCARS)

6.4. Marine Corps Acquisition Policy and Procedures (MAPP)

6.5. Joint Travel Regulation

6.6. Occupational Safety and Health Administration (OSHA) Regulations

6.7. NAVMAC Directive 5100.8, Occupational Safety

6.8. MARCORLOGCOMO 5100.8, Occupational Safety

6.9. DoD Instruction 8510.01, Information Assurance Certification and Accreditation Process

6.10. DoN Memorandum for Distribution of 5 Dec 11, DoD Information Technology Portfolio Repository Department of Navy

6.11. DoD Information Assurance Certification and Accreditation Process (DIACAP) Handbook

6.12. Chairman of the Joint Chiefs of Staff Instruction 4600.02B

6.13. Southern Command (SC) Regulation 415-1 Military

6.14. Any further publications

7.0 Replacement of Personnel. The Contractor shall not substitute personnel during the first ninety (90) days of the task performance period unless the substitutions are unavoidable because of the incumbent's sudden illness, death or termination of employment; contractor shall notify the COR within one working day. After the initial 90-day period, the contractor shall submit to the COR all proposed substitutions at least 30 days in advance. All requests for approval of substitutions hereunder shall be in writing and provide a detailed explanation of the circumstances necessitating the proposed substitution(s). Request shall contain a complete resume for the proposed substitute, who shall have at least equal ability and qualifications, and any other information requested by the Contracting Officer to approve or disapprove the proposed substitution. The Contracting Officer and COR will evaluate such requests and notify the contractor of approval or disapproval thereof, in writing within 5 working days. In the case the contractor is not meeting performance expectations or has misconduct the AC/S G-5 will discuss a plan with the personnel required to have the incumbent replaced in a timely manner that is determined by the contracting office.

8.0 Government Furnished Facilities, Equipment, Services and/or Information.

8.1. The government will provide a government issue laptop and workspace with general office supplies. The contractor shall provide any support materials unique to the positions being filled in support of this effort at no cost to the government. This includes, but is not limited to, personnel, administrative costs, and contractor owned equipment, automotive cost, training, day-to-day office supplies not provided by the government and any items determined by the contracting officer.

9.0 Special Instructions and Administrative Information

9.1. Non-Personal Services. This is a non-personal services, performance-based contract. The contractor bears responsibility to manage its employees and guard against any actions that could be characterized as personal services as defined in FAR 37.104, or which convey the perception that personal services are being delivered. No provisions are implied nor provided in this contract for any benefits such as medical care, retirement, or worker’s compensation, other than those incorporated through enumerated clauses.

9.2. Identification of Contractor Personnel and Equipment. In accordance with DFARS 211.106, contractor personnel performing non-personal services on DoD installations or other government facilities shall ensure that they are readily identifiable as contractor employees (including subcontractors and consultants). All contractor employees shall comply with the following at all times:

9.2.1. Telephone Identification. Identify themselves as contractor personnel at the onset of every telephone call made from a Government telephone or any other phone if the call is made in support of Government-related requirements and activities.

9.2.2. Recorded Messages. Identify themselves as contractor personnel in all recorded messages including those, which are heard by callers attempting to contact contractor employees via answering machines or voicemail.

9.2.3. Meetings, Conferences and Events. Identify themselves as contractor personnel at the onset of every meeting, conference or any other gathering attended in support of any Government related requirements or activities.

9.2.4. Correspondence. Identify themselves as contractor personnel on any correspondence, documents, or reports accomplished or sent in support of any service provision to the Government, including, but not limited to, correspondence sent via the U.S. Mail, facsimile, or electronic mail (email) inclusive of out-of-office replies.

9.2.5. Personal and Corporate Identification. Wear or display contractor provided nametags, badges or attire which display, at a minimum, the name of the contractor and their respective company.

9.3. Subcontract Management. The contractor shall be responsible for any subcontract management necessary to integrate work performed on this requirement and shall be responsible and accountable for subcontractor performance on this requirement. The prime contractor will manage work distribution to ensure there are no Organizational Conflict of Interest (OCI) considerations. Contractors may add subcontractors to their team after notification to the Procuring Contracting Officer (PCO) or Contracting Officer Representative (COR). Cross teaming may or may not be permitted.

9.4. Mission Essential Personnel / Tasks. Unless specified otherwise in this Performance Work Statement, contractors supporting this contract/order are not considered “Mission Essential” personnel (as defined in DFARS 237.76) who would be required during crisis or emergency operations.

9.5. Hazardous Materials and Safety. The Contractor and its subcontractors shall comply with all applicable laws, including Public Law 91-596 (Occupational Safety and Health Administration (OSHA)) and DOD Directive 4715.1E, Environmental, Safety, and Occupational Health (ESOH)). Contractor personnel performing services on a DOD installation shall participate in local Voluntary Protection Programs (VPP). Information on the VPP is available at http://www.osha.gov/dcsp/vpp/index.html

9.6. Installation Access and Personnel Credentialing

9.6.1. Personnel Access / Credentialing. Access to Marine Corps Support Facility New Orleans is inherently required to accomplish specified tasks under this contract/order. The contractor shall therefore ensure all necessary actions are taken to obtain such access by its personnel in time to affect access in accordance with the requirements of the PWS and POP. Failure to complete such actions in a timely manner, some of which may occur prior to the POP or individual mobilization/relocation to the place of performance, shall not constitute excusable delay. Upon request, the Contracting Officer will provide a ‘check-in’ sheet that summarizes required actions.

9.6.1.1. Common Access Cards (CAC). Personnel performing on this contract/order will require a CAC. Pursuant to FAR 52.204-9, the CAC is DoD’s Personal Identity Verification (PIV) system; DoD procedures for CAC issuance are applicable and incorporated herein, as governed by DODI/M series 1000.13, DODI 5200.46, and other regulations. All personnel to be issued CAC must meet eligibility and suitability criteria as specified in the references; accordingly, the vetting procedures and required personnel actions may often begin well before the contract/order POP. The contractor and its employees and/or subcontractors are responsible for ensuring timely action and suitability to obtain CACs, and any resultant access issues from non-compliance shall not constitute excusable delay.

9.6.1.2. Base Passes and/or Defense Biometrics Identification System (DBIDS) cards. Personnel that do not qualify for CAC require an alternate credential for installation access, as governed by Marine Corps Support Facility New Orleans. The process to request access requires approval from the Contracting Officer in an access request letter.

9.6.1.3. Return and/or Disposal of Access Credentials. The contractor shall return to the applicable issuing office all base passes, DBIDS cards, SIPR Token, and/or CAC, immediately upon termination of employment or completion of this contract and certification of receipt shall be obtained and submitted to the Contracting Officer.

The Contractor shall submit a listing of employees terminated under this contract to the Contracting Officer within seven (7) days of the effective date of termination.

9.7. Privacy Act. Pursuant to FAR clause 52.224-3, as incorporated, DoD requires agency-specific Privacy Act training as prescribed in DODM 5400.11-R. DODM 5400.11-R also prescribes required actions regarding information and privacy, which are applicable to the contractor and its personnel performing under this contract/order. The regulation may subject the contractor and/or contractor's personnel to criminal liability under Title 18, Section 793 and 7908 of the United States Code.

http://www.osha.gov/dcsp/vpp/index.html

9.8. Classified information. Any classified work products shall be handled in accordance with DoD Instruction 5220.22-M. The contractor’s procedures for protecting against unauthorized disclosure of information will not require DoD employees or members of the Armed Forces to relinquish control of their work product, whether classified or not, to the contractor. The contractor may also have access to, and be required to safeguard, For Official Use Only (FOUO), sensitive, confidential, and/or classified information and material. Contractor will be required to receive a Secure Internet Protocol Router (SIPR) Public Key Infrastructure (PKI) to access MCEN-S and also establish a Joint Worldwide Intelligence Communications Systems (JWICS) account. Contractor must abide by the rules established when maintaining those accounts. Annual training is required to maintain currency and accounts to remain active.

9.9. Key Control. The Contractor shall establish and implement methods of ensuring that all keys issued to the Contractor by the government are not lost or misplaced and are not used by unauthorized persons. The Contractor shall report lost keys to the COR. The Contractor shall not duplicate any keys. It is also the responsibility of the Contractor to prohibit the opening of locked areas by the Contractor’s employees to permit entrance of persons other than Contractor’s employees engaged in the performance of assigned work in those areas. In the event keys are lost or unauthorized duplication occurs through the fault of a Contractor employee, The Government may, at its option, require the Contractor to replace keys, reimburse the government for replacement of locks, or re-key as a result of Contractor losing keys. In the event a master key is lost or duplicated, the Contractor shall replace all locks and keys for that system and the total cost will be deducted from the monthly payment.

9.10. Travel. Travel costs are NOT reimbursable unless specifically provided for in this order/contract through an enumerated cost reimbursable Contract Line Item Number (CLIN) entitled Travel.

9.10.1. Travel Pre-Authorization. All travel shall be pre-approved, in writing, by the Contract Officer or COR. The request shall include total cost, and itemized airfare, rental vehicle, per diem, mileage, parking, fuel and toll charges.

Travel requests will include the purpose of the trip and why VideoTeleConference (VTC) or phone conversations would not meet the business requirement. Costs for travel shall be billed in accordance with the regulatory implementation of Public Law 99-234 and FAR 31.205-46 Travel Costs

9.10.2. Authorized Travel. Authorized travel costs will only be reimbursed for:

• Contractor employees who otherwise perform direct day-to-day services at the designated place of performance under the requirements of this order/contract,

• Who have a need to travel to fulfill the performance of those duties, and

• Upon the direct request and written pre-approval of the Contracting Officer (KO) or appointed Contracting

Officer Representative (COR)

• Relocation due to MARFORSOUTH executing COOP to a site directed by the Headquarters.

9.10.3. Unauthorized Travel. Travel costs are explicitly not-reimbursable for the following:

• Relocation or initial mobilization costs, or any other travel not pre-approved by the KO or COR,

• Contractor personnel who indirectly support this order/contract (such as visiting management or supervisory personnel not otherwise providing on-site day-to-day support),

9.10.4. Foreign Travel

9.10.4.1. Compliance with DoD Foreign Clearance Guide (FCG). Personnel performing under this contract who may be required to travel to other countries during performance, shall comply with all FCG prescriptions for each country to be visited. Access to the FCG can be found here: https://www.fcg.pentagon.mil/fcg.cfm . Contractors unable to access the site, or otherwise requiring assistance, shall contact the contracting officer, or appointed Contracting Officer Representative (COR) for assistance.

9.10.4.2. Personnel with security clearance are subject to additional requirements and shall consult with the supported command G-2 when contemplating and/or completing foreign travel.

https://www.fcg.pentagon.mil/fcg.cfm

9.10.5. Allowable Costs

9.10.5.1. All travel shall be conducted in accordance with Federal Travel Regulations (FTR) and/or U.S. Department of State Standardized Regulations (DSSR).

9.10.5.2. Reimbursement is strictly limited to only those direct costs authorized in FAR 31.205-46. Overhead and/or G&A expenses are not allowable.

9.10.5.3. As indicated in FAR 31.205-46(a)(3)(iv), 31.205-46(a)(7), and 31.250-46(b), all costs must be supported by appropriate documentation and receipts provided to the KO/COR.

9.11. Quality Control and Quality Assurance. In accordance with FAR part 46, and the respective enumerated clauses incorporated in this contract/order, the contactor is reminded that the government may conduct Quality Assurance actions, inspect the Contractor’s Quality Control Plan and records, and take remedial actions as necessary, at any time through the duration of this contract/order.

10.0 Acronym Key

11.0 Definitions

End Performance Work Statement

9.0 Special Instructions and Administrative Information